Practice Areas

Small Medium Large

  Print Bookmark page

Related Clients

The San Francisco Foundation

Guide Dogs for the Blind

University of California Berkeley Foundation

KQED (Northern California Public Broadcasting)

Community Hospital Foundation of Monterey

Related Resources

Related publications, FAQs, documents, and useful links for this practice area. View Resources »

Charitable Gift Planning

Adler & Colvin provides a broad spectrum of charitable gift planning services to both nonprofit organizations and the individuals and companies who support them. Our attorneys possess a deep understanding of the charitable gift planning process and the issues that arise during the life of a charitable gift.

We provide advice on:

  • Establishing and administering planned giving programs, including preparation of gift acceptance policies.
  • Representing charities in specific gift transactions, including charitable remainder trusts, charitable gift annuities, charitable lead trusts, and pooled income funds.
  • Advising on legal issues in gift administration, including endowments, investment policies, donor privacy, and gift restrictions.
  • Drafting and negotiating pledge agreements between donors and charities.
  • Designing optimal gift structures and working with donors to achieve their philanthropic, financial, tax, and family goals.
  • Assisting with issues faced by trust companies, banks, accountants, and other lawyers in structuring and administering charitable gifts.

Back to top